Joseph Quinonez is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. His prior experience includes roles at Aventa Credit Union, TCF Bank/Huntington Bank, and Leon Gessi. Quinonez has also been affiliated with the University of Colorado Colorado Springs since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Erik Cush is a CFP® with 14 years of industry experience, currently serving at Fidelity. His prior experience includes roles at Transamerica Capital Inc and Jackson National Life Distributor LLC. He holds a Series 63 license and is based in Greenwood Village, CO. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios and serves in advisory roles for multiple registered investment companies.

Brielle Orsmond is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Nilsine Partners LLC. Outside of her financial career, she was involved with the Sigma Kappa Sorority during her university years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves multiple registered investment companies and employs oversight controls to manage conflicts of interest.

Christopher Bell is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2004. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and it provides model portfolios and advisory support to intermediary platforms.

Christopher Bushyeager is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation. His prior experience includes roles at Spencer Ogden and entrepreneurial work with Bushyeager Development Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and employs systematic methodologies with oversight controls to address conflicts of interest.

Kyle Simmons is a financial advisor with Fidelity in Greenwood Village, CO, holding a Series 66 designation and 13 years of industry experience. He has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it holds distinctive roles such as CFTC registration and advisory positions for multiple funds.

Jordan Colbert is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked as an independent contractor and in medical-related roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Patrick Sensabaugh is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He focuses on empowering clients to achieve their financial goals through tailored strategies that combine analysis with empathetic listening. Patrick emphasizes transparency and education to help clients feel confident and informed throughout the planning process. He has professional experience at Fidelity Investments, beginning as a Workplace Planning Associate in 2019, progressing to Workplace Planning Consultant from 2020 to 2024, before his current role. His background also includes roles as a Financial Advisor Development Program participant at Merrill Lynch, a Universal Banker at U.S. Bank, and a Relationship Manager at Bank of America. Patrick holds insurance licenses in Arkansas and California. Outside of his professional work, his interests include baseball, camping, fishing, fitness, and football.

Tesla Heck is a Planning Consultant at Fidelity Investments, where they work closely with clients to develop meaningful financial plans. Tesla has been with Fidelity Investments since 2024, initially serving as a Financial Representative before advancing to their current role. Prior to joining Fidelity, Tesla gained experience in the financial services industry through positions at CrossCountry Mortgage as a Loan Partner from 2021 to 2024, and as a Branch Manager at Wells Fargo from 2014 to 2021. This background provides Tesla with a broad perspective on financial planning and client relationship management.

Javel Belen is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and previously worked at T. Rowe Price Investment Services, Inc. from 2012 to 2019 before joining Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers duties including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies and AI-driven research.

Kevin Boe is the Vice President and Regional Leader of the Investment Management Consultant function based in Denver at Fidelity Investments. In this capacity, he leads the team responsible for investment management consulting in the region. Kevin has held several leadership roles at Fidelity Investments, including Vice President, Regional Coaching Consultant from 2022 to 2025 and Vice President, Regional Planning Consultant from 2019 to 2022. Prior to joining Fidelity, he was a Senior Learning Manager at Charles Schwab from 2016 to 2019.

Logan Romano is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process combining fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Jose Mendoza is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments and its affiliated entities since 2018 and previously spent one year at Edward Jones. Outside of his advisory work, he was involved with SpeedCubeShop.com and Bland Solar in 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction and provides model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Alexander Meadows is a Series 66 licensed financial advisor with six years of industry experience. He has worked at Fidelity Investments since 2020 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees multiple registered investment companies and fund-of-funds.

Avery Lopez is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, with an investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is involved in managing registered investment companies and delivering model portfolios using systematic methodologies.

Tamela Hunter is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities, Transamerica Retirement Solutions, and Kroger. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Matthew Shepherd is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked with Assemblies of God World Missions for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Vincent Jaconski is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity since 2021 and has prior experience in various roles including at Stadium Medical and Front Range Community College. Outside of his advisory career, he volunteered with Kesem for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies, utilizing systematic methodologies and algorithmic portfolio construction.

Thomas Jung is a financial advisor at Fidelity with a Series 66 designation. He has less than one year of industry experience and has held positions at several organizations, including Poppulo and Meier Skis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Brad Bjorklund is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TIAA-CREF for 13 years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies while using systematic methodologies and long-term asset allocation benchmarks.